Create & Edit Positions

Here you will find all the information you need to create and manage positions in your account.

Updated over a week ago

The Positions tab is where you can define all the roles within your company, along with their corresponding hourly rates (if applicable). To get started, click the "Add a Position" button located in the upper right corner of the menu.

When adding a new position, you will be prompted to enter:

  1. A name for the position

  2. A pay rate. You can choose to set the pay rate based on an hourly rate or a flat rate. If you choose the flat rate option, you can also set a limit on the number of hours for which the flat rate will be applied.

  3. Additionally, you can set a bill rate for the position, which will determine the client's hourly rate for an employee job and also a flat rate if applicable.

Flat rate

In order to use flat rate The option should be toggled on in the settings. you’ll find the toggle for flat rate in: Settings screen > Payroll tab > "General" sub-menu. All you have to do is toggle the "Flat rate is active" on.

Bill Rates

In order to use bill rates you’ll have to make sure that you have clients in the CRM module. This can be found on the main menu on the left side of the screen with a small suitcase icon.

Once you have defined your positions, you can manage them as needed by editing or deleting them.

Simply select the position you wish to modify and make the necessary changes.

It is important to keep your positions up-to-date in order to ensure accurate reporting and efficient management of your team. By using the Positions tab, you can easily add and modify positions as your company evolves and grows.

If you have any questions or need further assistance with Position Settings, please don't hesitate to reach out to our support team. We are always here to help you optimize your account and streamline your workflow!

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